Electronics -20% YTD? That’s DELTA. But look the market is only -2%. But, as always, the pressure is in the currency still with the USDTHB -5% ytd…. I still have the same bull and bear arguments in my mind… bull…an improvement in governance from a decade of incompetent military governance, full tourism recovery, FDI pick […]

Oh look, several sectors up MoM, there’s no “hope”, “belief” you name it for Thai equities at the moment. I wouldn’t be surprised to see figures look better than expected for multiple sectors…then again I can also paint the bear argument, valuations, no real FDI, and a country still dealing with the piss-poor military donkeykong […]

Earnings season is done. Want to know how it looked? Voila below As for the market…well…let’s see, dividend season is coming, I’m seeing several names with 6-10% yields that are interesting. Overall flow remains rubbish…and as superman mentioned to me…cookie munster (IVL) seems to have start selling, feels like Papa has come back to the […]

Well, It looks like Korn Chantahoweveryouspellhislastname bottom ticked the Thai market. Perhaps his old man whingy letter in the newspaper is going to be spark the next amazing bull market for amazing Thailand.

Tourism – It feels like it is performing far better than people realise. Granted I’m noticing this within my bubble of living in the 3S’s (IFYKY), but when you track the AOT figures you are seeing improvements ahead of expectations. Was it just a CNY bump? Or something that will continue on an uptrend, I’m […]